Richard Allison

Broschiertes Buch

Designing an Investment Portfolio for American Patriots

Beschreibung

Most people are unsure about making their investment portfolio decisions. In fact, they do not think in terms of designing a portfolio at all. They typically make investment decisions without any cohesive plan. Your investing behavior, discipline and approach are key factors in your success as an investor. Designing an investment portfolio is both art and science. This book will show you how to properly design a diversified or focused portfolio utilizing stocks, ETFs, mutual funds and even cryptocurrencies. In addition, you will learn the "inside baseball" secrets of professional money managers and what makes them successful. Young investment advisers will benefit from this book by understanding how consistency in their investment process is their key to success. In Designing an Investment Portfolio for American Patriots, the author Richard Mark Allison shares his secrets from his 33-year career exploring both the right investments to choose in building your portfolio and in the proper percentages. The author also hammers the bad investments that should not be in anyone's portfolio. Do you know how to care for an aging parent? This author teaches you the steps you need to take in regard to caring for the elderly. If you are an American Patriot who believes in God, the US Constitution, and our great country as founded, then you will find many laughs inside regarding liberals and progressives and their failed ideology and what you can do to counteract them.

Autor

Richard M. Allison resides in the Northeast Florida area. He is originally from Little Rock, Arkansas where he graduated from the University of Arkansas at Little Rock with a BA in Criminal Justice and a Personal Finance Minor. Rick is a Chartered Advisor for Senior Living®, a Chartered Mutual Fund Counselor® and has been a Certified Financial Planner® since 1992. His professional experience spans over 33 years and includes roles as a Chief Compliance Officer, Charles Schwab Branch Manager II, Investment Adviser Representative and Insurance Agent. Richard is the author of five books, four of them under the name of Richard Allison Johnson. Designing an Investment Portfolio for American Patriots® is the culmination of his experiences advising clients over his career. Mr. Allison's main business is Marian Financial Services, Inc., a registered investment adviser since 2006. Allison's other business is RIA Rules, LLC where he advises registered investment adviser firms about compliance issues.

Produktdetails

• Verlag: RIA Rules, LLC
• Seitenzahl: 202
• Erscheinungstermin: 9. November 2021
• Englisch
• Abmessung: 216mm x 140mm x 12mm
• Gewicht: 292g
• ISBN-13: 9798201579029
• Artikelnr.: 63361675